CampLegal + Smith.ai
Create new CampLegal leads from new Smith.ai calls
With this workflow, as soon as a new call is recorded in your Smith.ai app, a new lead is immediately created in your CampLegal app. This ensures that you can quickly follow up on potential clients and business opportunities piqued as a result of each call. Now, your law firm can focus on serving clients while this workflow takes care of recording leads from every single call for you.
With this workflow, as soon as a new call is recorded in your Smith.ai app, a new lead is immediately created in your CampLegal app. This ensures that you can quickly follow up on potential clients and business opportunities piqued as a result of each call. Now, your law firm can focus on serving clients while this workflow takes care of recording leads from every single call for you.
- When this happens...New Call
Triggers when a new call is created.
- automatically do this!Create Lead
This integration enables users to post new Leads to CampLegal platform.
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New Call
Triggers when a new call is created.
Try ItCampaign IDRequired
First NameRequired
Last NameRequired
Phone NumberRequired
Email Address
Additional Data Field 1
Additional Data Field 2
Additional Data Field 3
firstNameRequired
middleName
lastNameRequired
genderRequired
email
phone
languageRequired
potentialValue
zapierContentHash
notes
probabilityRequired
country
referralSourceRequired
Person UUIDRequired
First Name
Last Name
NumberRequired
Email Address
What should we do?Required
What if they don't answer?Required
Language
When would you like us to call back?Required
Summary Email
Fetch Active Intake Templates
Populates with a list of intake templates
Try ItPerson UUIDRequired
Person UUIDRequired
Intake Name